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- Tasks: Support Global Equity Portfolio Managers and engage with clients on investment processes.
- Company: Join a leading global asset management firm focused on equity investments.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team that influences market trends and client success.
- Qualifications: 5-10 years in investment/client relations; CFA qualification preferred.
- Other info: Mason Blake is an equal opportunities employer, welcoming diverse applicants.
The predicted salary is between 43200 - 72000 £ per year.
A global asset management firm is seeking to hire an Investment Specialist to join the global equity business. This role will support the Global Equity Portfolio Managers and act as a conduit between the investment team and sales/client group.
Key Responsibilities:
- Engage with existing and prospective clients and help ensure client deliverables are met
- Represent Portfolio Managers and respond to any technical questions from clients relating to investment processes, portfolio performance or market trends
- Produce investment literature for marketing materials and market commentaries for existing and prospective clients
- Conduct market research to keep abreast of market trends and ensure competitive positioning and pricing of products
- Collaborate with internal stakeholders building strong relationships with Portfolio Managers, Sales and Marketing team
Candidate Requirements:
- 5-10 years of relevant work experience in an investment/product specialist, client relations or similar role
- Strong interest in equity investing
- Knowledge of global equity securities/portfolios
- Excellent academic credentials
- Completed or working towards CFA qualification
- Ability to present and communicate with key stakeholders within the business
- Self-starter with an ability to adapt to get things done
- Excellent interpersonal skills with a high level of self-awareness
- Hard-working and energetic individual
- Team player
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
Investment Specialist - Equities employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist - Equities
✨Tip Number 1
Familiarize yourself with the latest trends in global equity markets. This will not only help you engage more effectively with clients but also demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the investment field, especially those who work as Portfolio Managers or in client relations. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on the CFA curriculum if you're pursuing this qualification. Understanding the material deeply will enhance your credibility and show your commitment to the role.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully collaborated with teams in previous roles. Highlighting your interpersonal skills and teamwork will resonate well with the hiring managers.
We think you need these skills to ace Investment Specialist - Equities
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Investment Specialist position. Understand the key responsibilities and candidate requirements, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 5-10 years of relevant work experience in investment or client relations. Provide specific examples that demonstrate your strong interest in equity investing and knowledge of global equity securities.
Showcase Your Skills: Clearly outline your excellent interpersonal skills and ability to communicate with key stakeholders. Mention any experience you have in producing investment literature or conducting market research, as these are crucial for the role.
Tailor Your Application: Customize your cover letter to reflect your understanding of the company and its values. Mention how your background aligns with their needs and express your enthusiasm for the opportunity to contribute to their global equity business.
How to prepare for a job interview at Mason Blake
✨Know Your Investment Fundamentals
Make sure you have a solid understanding of equity investing principles. Be prepared to discuss market trends, portfolio performance, and investment processes in detail, as these topics are likely to come up during the interview.
✨Showcase Your Client Engagement Skills
Since this role involves engaging with clients, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to respond to technical questions and ensure client deliverables are met.
✨Demonstrate Your Research Abilities
Prepare to discuss how you conduct market research and stay updated on market trends. This will show your proactive approach and ability to contribute to competitive positioning and pricing strategies.
✨Highlight Your Team Collaboration Experience
Emphasize your experience working with cross-functional teams, especially with Portfolio Managers, Sales, and Marketing. Share specific instances where your collaboration led to successful outcomes, showcasing your interpersonal skills.
